ZWJ Investment Counsel’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.19M | Buy |
44,681
+5,780
| +15% | +$323K | 0.07% | 102 |
|
|
2026
Q1 | $2.17M | Buy |
38,901
+21,911
| +129% | +$1.36M | 0.08% | 95 |
|
|
2025
Q4 | $1.14M | Sell |
16,990
-313,986
| -95% | -$26.3M | 0.04% | 113 |
|
|
2025
Q3 | $42.7M | Buy |
330,976
+36,448
| +12% | +$5.22M | 1.51% | 26 |
|
|
2025
Q2 | $50.8M | Buy |
294,528
+29,003
| +11% | +$5.26M | 1.89% | 20 |
|
|
2025
Q1 | $58.6M | Sell |
265,525
-8,312
| -3% | -$1.82M | 2.38% | 11 |
|
|
2024
Q4 | $56.3M | Sell |
273,837
-3,126
| -1% | -$638K | 2.32% | 12 |
|
|
2024
Q3 | $49.8M | Sell |
276,963
-295
| -0.1% | -$48.7K | 2.03% | 17 |
|
|
2024
Q2 | $41.3M | Buy |
277,258
+3,231
| +1% | +$489K | 1.82% | 22 |
|
|
2024
Q1 | $43.8M | Buy |
274,027
+1,025
| +0.4% | +$149K | 1.99% | 17 |
|
|
2023
Q4 | $36.3M | Sell |
273,002
-2,142
| -0.8% | -$263K | 1.87% | 23 |
|
|
2023
Q3 | $31.1M | Buy |
275,144
+306
| +0.1% | +$37.7K | 1.72% | 24 |
|
|
2023
Q2 | $34.7M | Sell |
274,838
-40,974
| -13% | -$4.82M | 1.81% | 23 |
|
|
2023
Q1 | $35.7M | Sell |
315,812
-4,768
| -1% | -$525K | 1.97% | 19 |
|
|
2022
Q4 | $32.4M | Sell |
320,580
-9,242
| -3% | -$920K | 1.83% | 24 |
|
|
2022
Q3 | $30.9M | Buy |
329,822
+5,874
| +2% | +$599K | 1.94% | 18 |
|
|
2022
Q2 | $28.8M | Buy |
323,948
+2,532
| +0.8% | +$246K | 1.68% | 30 |
|
|
2022
Q1 | $32.6M | Buy |
321,416
+15,379
| +5% | +$1.56M | 1.72% | 24 |
|
|
2021
Q4 | $31.8M | Buy |
306,037
+21,168
| +7% | +$2.19M | 1.63% | 24 |
|
|
2021
Q3 | $30.9M | Buy |
284,869
+13,923
| +5% | +$1.56M | 1.75% | 21 |
|
|
2021
Q2 | $29M | Buy |
270,946
+29,594
| +12% | +$3.44M | 1.67% | 24 |
|
|
2021
Q1 | $28.7M | Buy |
241,352
+9,060
| +4% | +$1.04M | 1.77% | 21 |
|
|
2020
Q4 | $26.4M | Buy |
232,292
+9,160
| +4% | +$987K | 1.8% | 22 |
|
|
2020
Q3 | $23M | Buy |
223,132
+2,204
| +1% | +$220K | 1.84% | 22 |
|
|
2020
Q2 | $21.6M | Buy |
220,928
+28,343
| +15% | +$2.85M | 1.87% | 24 |
|
|
2020
Q1 | $18.3M | Buy |
192,585
+24,990
| +15% | +$2.78M | 1.63% | 23 |
|
|
2019
Q4 | $19.4M | Sell |
167,595
-11,435
| -6% | -$1.26M | 1.3% | 31 |
|
|
2019
Q3 | $18.5M | Buy |
+179,030
| New | +$18.3M | 1.45% | 34 |
|
|
2018
Q1 | – | Sell |
-5,148
| Closed | -$338K | – | 204 |
|
|
2017
Q4 | $338K | Hold |
5,148
| – | – | 0.03% | 215 |
|
|
2017
Q3 | $332K | Sell |
5,148
-1,454
| -22% | -$90.3K | 0.03% | 204 |
|
|
2017
Q2 | $404K | Hold |
6,602
| – | – | 0.03% | 190 |
|
|
2017
Q1 | $381K | Buy |
+6,602
| New | +$371K | 0.03% | 208 |
|
Other funds holding FISV
CB
ZWJ Investment Counsel's FISV Position: Q2 2026 in Review
ZWJ Investment Counsel increased its Fiserv Inc (FISV) stake by 15% in Q2 2026, buying an estimated $323K and bringing the position to 44,681 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #102.
ZWJ Investment Counsel first reported a position in FISV in Q1 2017 and has held it in 32 quarters since. The position peaked at $58.6M in Q1 2025. 803 funds tracked by Wall St. Rank hold FISV as of Q2 2026.
- ZWJ Investment Counsel held 44,681 shares of Fiserv Inc worth $2.19M as of Q2 2026.
- ZWJ Investment Counsel bought 5,780 Fiserv Inc shares in Q2 2026, an estimated $323K.
- Fiserv Inc made up 0.07% of ZWJ Investment Counsel's portfolio in Q2 2026, its #102 holding.
- ZWJ Investment Counsel first reported a position in Fiserv Inc in Q1 2017 and has held it in 32 quarters since.
- ZWJ Investment Counsel's Fiserv Inc position peaked at $58.6M in Q1 2025.
- 803 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.
Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.